Write a 4-email onboarding sequence for a new client. The sequence: - Email 1 (within 1 hour of contract signed): welcome + name the next 3 things that will happen, in order. - Email 2 (next day): the kickoff doc with the questions I need answered. One short list, ~15 min to fill in. Most important question: what does 'this worked' look like in 30 days. - Email 3 (1 hour before kickoff call): 3-line confirmation. - Email 4 (within 24 hours of kickoff call): written summary of what we agreed + first deliverable date. Format for {{output_format}}. Keep each email tight - clients in the first week want to know what happens next, not why I started the company. New client + service description: {{client_and_service}}
Customer onboarding email sequence
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the prompt
Example output
Email 1 (send within 1 hour of contract signed):
Subject: We're on - here's what happens next
Thanks for signing on. Three things will happen over the next 7 days, in this order:
1. By tomorrow EOD: I'll send a kickoff doc with what I need from you (one short list, ~15 min to fill in).
2. Within 3 days of getting that back: kickoff call, 45 min, link to follow.
3. By end of week 1: written summary of what we agreed, with first deliverable date.
No action needed yet. Tomorrow's email has the actual ask.
- Ivan
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Email 2 (send next day):
Subject: The 15-minute kickoff doc
[Document link]
Four short questions in there. Single biggest one: what does 'this worked' look like for you in 30 days? Be specific - a number is better than a feeling.
Reply with the link to the filled-in doc when ready. I'll book the kickoff call within 24 hours of that.
- Ivan
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Email 3: Pre-kickoff confirmation (3 lines, sent 1 hour before the call).
Email 4: Post-kickoff written summary with first deliverable date.
Common mistakes
Don't ship a sequence longer than 4 emails - it tips from 'organized' to 'overbearing.' Also: do not let the welcome email contain a brand-story paragraph about you. Clients in the first week want to know what happens next, not why you started the company. Save your origin story for month 3 if at all. Third mistake: vague success criteria. The 'what does this worked look like in 30 days' question is the most important sentence in the whole sequence - if the client answers it vaguely, you have permission to push back before kickoff.
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Why it works
New-client onboarding is the workflow most solopreneurs do badly because every onboarding feels like a one-off until you've done 30 of them. By then you've forgotten what the good ones had in common. This prompt produces a 4-email sequence (welcome / what to expect / first-week prep / kickoff confirmation) that takes 30 minutes off every new client and signals competence in week one - which is when clients decide whether they made the right hire. The sequence is intentionally short. Three emails feel light, four feels prepared, six+ feels needy. Output specifies your delivery format ({{output_format}}) so it pastes into Gmail / Mailchimp / ConvertKit cleanly. Tested cleanest on Claude Opus 4.7.